Lead Portfolio Manager - Option Strategies

Responsibilities

• Build, execute, and allocate trades across 7,000+ client accounts
• Research and resolve trade and position breaks with executing brokers
• Review client-specific restrictions
• Maintain trade execution data for TCA analysis and compile performance results for composites
• Develop and maintain automation processes for operations and trading teams using Visual Basic and/or Python
• Reconcile client portfolio data, resolve cash inquiries, and settle failing transactions with custodians and counterparties

Requirements

• Bachelor's degree
• Ability to handwrite 200+ lines of code in Python
• High attention to detail
• Intermediate+ knowledge of Microsoft Excel
• Ability to multitask in a fast-paced environment

Preferred Qualifications

• Experience managing investment strategies offered in publicly traded ETF and separately managed account formats
• Knowledge of SS&C Technologies GWP, Visual Basic, and Python

About the Company

NorthCoast Asset Management is an asset management firm affiliated with Focus Financial Partners, a leading financial services company providing integrated wealth management, family office, and business management services.